21st Sep


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Andrew L's Latest Blogs

Mirror mirror on the wall which UK listed company is the most profitable of them all?  The answer is the property-listing platform Rightmove, and Auto Trader is not far behind. Online listing platforms generate high returns on capital and tend to return the majority of free cash flow to investors. In this article I will examine the investment cases for three online listing platforms: Rightmove,…

Warren Buffett's long-term investment in the iconic soft drinks group Coca-Cola has paid off in spades.  There are currently four mid-cap soft drinks groups listed in London: Fever-Tree, AG Barr, Nichols and Britvic.  They have all delivered impressive long-term shareholder returns but have mixed international growth prospects. Soft drink companies make non-alcoholic beverages and have benefited from strong consumer brand loyalty.  In this article I…

If you had invested in consumer defensive giants at the turn of the century there would be reason to celebrate.  Reckitt Benckiser's (LON:RB.) shares are up 11.3X since then and British American Tobacco's (LON:BATS) shares are up 11.6X.  The question now is whether the good times will continue to roll for UK consumer defensive stocks. In last week’s article on the consumer defensive sector we…

In recent years consumer defensives have helped fund managers like Terry Smith and Nick Train power ahead of rivals. Warren Buffett has delivered robust returns in no short measure due to his exposure to companies like Coca-Cola. However, consumer brands are more vulnerable than ever before with a number of new companies rapidly taking market share. In this article I’m going to look at the…

The Jim Slater Zulu Principle Screen hunts for growth at a reasonable price (GARP) stocks.  The idea is to find companies whose valuations are not excessive relative to their pace of earnings growth.  The screen has returned 196% in the UK over the last five years, which is an annualized 24% return (source: Stockopedia).   This makes the Jim Slater Zulu Screen the second best performing…

Andrew L's Latest Comments

Fair point. How you give feedback is very important. People generally hate negative feedback. the way to do it is the Sandwich approach. Commendation, recommendation, commendation. You also have to be very careful about feedback in a public forum. People are potentially open to recommendations but not to the opening line of something being negative. The key thing with feedback is to avoid giving the…

Just to say unless it isn't obvious! Great to have Graham and Paul doing these SCVRs. Paul's expertise in retail is excellent. He is also an astute reader of cashflow accounts. Graham is also very hot on the accounting side. Both are real investors rather than journalists. When I first came across Paul's comments here (Graham wasn't doing SCVR then I don't think) they really…

For what it is worth I think you should be able to express an alternative view without 20 thumbs down and a "this post is under review" sign. I don't quite understand why debate seems to be shut down for being "negative." Just my view! I don't think your providing recommendations on things that could improve SCVR somehow constitutes criticising the SCVR authors. People have…

Not sure why a post like this which just seems to want to make a point gets so many thumbs down. You can disagree with the author's point but surely he has the right to put his point across? Otherwise SCVR becomes an echo chamber. He is making a case for covering quality stocks from a long-term perspective. What is wrong with that? You can…

You would have to be stark raving bonkers to buy gold as a long-term "investment." Just saying!

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